Qatar Investment Fund: Equity Investment In A Growing Economy
Edison | Feb 23, 2017 05:45AM ET
Qatar Oman Investment Company (QA:QOIS) (QIF) aims to generate long-term capital growth from a relatively concentrated portfolio of c 25 holdings. The majority of the fund is invested in companies listed in Qatar, but up to 15% may be listed in other Gulf Cooperation Council (GCC) countries. Qatar has favourable economic growth led by infrastructure spending and population growth, as the Qatari government actively moves away from its traditional reliance on hydrocarbon-based revenues. QIF is benchmarked against the Qatar Exchange index – its NAV total return has outperformed over one, three and five years.
Jubin Jose manages QIF using a four-stage investment process: quantitative analysis, fundamental analysis, portfolio construction and equity trading. When selecting stocks, he incorporates his current views of the macro environment. Meeting with the managements of existing and potential portfolio holdings is an important part of the investment process. QIF’s portfolio of c 25 holdings is primarily Qatari-listed companies; exposure to companies listed in other GCC countries is allocated on a tactical basis, dependent on the relative outlook for economic growth and equity valuations. Gearing of up to 5% of NAV is permitted, but so far has not been utilised; at end-December 2016, cash was 1.1% of NAV.
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Qatar Investment Fund - Equity Investment In A Growing Economy
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